Jim is a Certified Financial Planner and Certified Public Accountant holding the Series 7, 24, 63 and 65 licenses and an insurance license in the State of Florida. He is a registered representative of NEXT Financial Group, Inc. Jim is also a Registered Investment Advisor, registered with FINRA and the SEC. He provides comprehensive financial planning to both individuals and corporations, primarily on a fee basis. Jim and his firm are currently managing in excess of $80 million. His work with individuals includes a full range of services from family budgeting and goal setting, to estate planning. Over the years Jim has assisted clients in identifying their long-term objectives and reaching their goals. He has helped clients with some of the more basic financial planning objectives, such as home and car financing, and some of the more complex goals such as what to do with your business as you retire. Jim advises businesses on all forms of employee benefit plans, from health and life insurance to qualified and non-qualified retirement plans. Jim serves in an advisor role with numerous 401(k) and other retirement plans for companies of various sizes.